Skip to content

Resources

Official sources and what to gather.

Links to government portals for current rules and calendars, and checklists to prepare for a consultation. These are references, not endorsements.
Filter

Never send Aadhaar, SSN or PAN scans, passwords or bank details through this public website. There is no file upload here. A secure document-sharing method is arranged only after an engagement is agreed.

India checklist

  • PAN details (note the number only — do not share scans on any public site)
  • Income proofs: salary certificates / Form 16, invoices, professional receipts
  • Annual Information Statement (AIS) and Form 26AS
  • Bank and investment statement summaries, capital-gains statements
  • GST records as applicable: sales/purchase registers, GSTR-2B, filed returns

United States checklist

  • Tax identification type available (SSN / ITIN / EIN) — do not send the number itself here
  • Forms W-2 and 1099 received
  • Prior-year federal and state returns
  • Business income/expense or rental property statements
  • Foreign account and income records, where relevant

Questions

Common questions

What is AIS, and how is it different from Form 26AS?
Both are statements on the Income Tax portal. Form 26AS focuses on tax credits; the Annual Information Statement shows a wider set of reported transactions. Reviewing both before filing helps avoid mismatches.
When are GST returns due?
It depends on your registration and whether you are under QRMP. Check the GST Portal for current due dates.
Which forms do I need for a U.S. return?
Typically W-2s and 1099s you received, your prior-year return, and statements for any business, rental or foreign income.
Where do I file an FBAR?
FBAR is filed electronically with FinCEN, separately from your tax return. See the FinCEN link above.

Next step

Tell us your situation. We’ll come back with a clear scope.

Prepare a consultation brief with your country, profile and services — it stays on your device until you choose to share it.